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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,729 | $54,674-96.8% | $76,089-97.7% | $74,429-97.7% |
| Participation rate | 82.1% | 60.3%+21.8pp | 69.1%+13.0pp | 67.2%+14.9pp |
| Annual return | 47.07% | 31.89%+15.2pp | 360.94%-313.9pp | 1368.38%-1321.3pp |
| Employer contribution / active EE | $0 | $1,781-100.0% | $2,690-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,224 | $3,071-60.1% | $4,259-71.3% | $4,348-71.8% |
| Admin fee / account holder | $390 | $2,238-82.6% | $6,418-93.9% | $1,944-79.9% |